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wocair
Level 1

How can I edit my statement to add info as requested by my client? I also wish to add my logo to my statements? Step by step explanation will be best please?

I have a client who pays for 2 different site buts wants to have it all on 1 statement to be paid all at once. Only problem is that I need to stipulate as to which site it is and then have the list of invoices below it, then list the next site and have the list of invoices below it?

2 Comments
RenjolynC
QuickBooks Team

How can I edit my statement to add info as requested by my client? I also wish to add my logo to my statements? Step by step explanation will be best please?

Thanks for visiting the Community Wocair,

Right now, we can’t directly edit the statement to combine two different sites. You can customize it to add your logo using the Standard template though.

Here are the steps:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Your Company, click Custom Form Styles.
  3. Click the Edit link of the standard template.
  4. From the Design tab, click Make Logo Edits to expand.
  5. Click the box to upload your logo.
  6. Choose the Size and Placement.
  7. Click Done.

You can check this article for more information: Create and Manage Statements.

I'd also recommend sending feedback to our product engineers by clicking the Gear icon, then selecting Feedback

Please leave a comment below if you have additional questions about QuickBooks Online Statements.

Izzy81
Level 2

How can I edit my statement to add info as requested by my client? I also wish to add my logo to my statements? Step by step explanation will be best please?

Hi @wocair 

 

This Q was posted a while ago, but it is on the most viewed list... 

 

This is how I handle it...

 

Create a new client (Say Mr. X) as the main client, then the two sites (say company Alpha and company Beta) as the two sub-accounts. You can then issue a statement for Mr. X with the invoices for the two sites. It will only show the invoice numbers though and not for which company/site it was. (But you can always add the two sites statements to that one... just a thought.)

 

Create a new customer Mr. X.

For the sites. Edit customer, tick the box "is sub-customer", then select Mr. X. 

 

I hope this helps.